AAP
ACWI icon

Arax Advisory Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Arax Advisory Partners’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.18M Buy
8,555
+5,271
+161% +$758K 0.03% 389
2025
Q4 		$465K Buy
+3,284
New +$461K 0.01% 619
2025
Q3 		– Sell
-334
Closed -$42.9K – 3609
2025
Q2 		$42.9K Buy
+334
New +$40K ﹤0.01% 1312
2023
Q1 		– Sell
-87
Closed -$7.38K – 1271
2022
Q4 		$7.38K Buy
+87
New +$7.32K ﹤0.01% 697
2021
Q4 		– Sell
-28
Closed -$3K – 1137
2021
Q3 		$3K Hold
28
– – ﹤0.01% 801
2021
Q2 		$3K Buy
+28
New +$2.79K ﹤0.01% 799

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GM
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RCWVOTCITCONY
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JP Morgan Chase
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ST
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BNP Paribas Financial Markets
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Northern Trust
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PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return